Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Large C Transaction History

Consilium Wealth Advisory, LLC

  • $182 Million
  • Q2 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 116,516 shares of SCHX stock, worth $7.57 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares
116,516
Previous 119,506 2.5%
Holding current value
$7.57 Million
Previous $7.42 Million 0.94%
% of portfolio
4.12%
Previous 4.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$58.7 - $64.78 $175,513 - $193,692
-2,990 Reduced 2.5%
116,516 $7.49 Million
Q1 2024

Apr 30, 2024
BUY
$55.41 - $62.08 $91,537 - $102,556
1,652 Added 1.4%
119,506 $7.42 Million
Q4 2023

Jan 10, 2024
BUY
$48.47 - $56.6 $242,156 - $282,773
4,996 Added 4.43%
117,854 $6.65 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $684,795 - $737,147
-13,598 Reduced 10.75%
112,858 $5.71 Million
Q2 2023

Jul 13, 2023
SELL
$47.67 - $52.37 $386,365 - $424,458
-8,105 Reduced 6.02%
126,456 $6.62 Million
Q1 2023

Apr 13, 2023
SELL
$44.78 - $49.41 $4.57 Million - $5.05 Million
-102,135 Reduced 43.15%
134,561 $6.51 Million
Q4 2022

Feb 13, 2023
BUY
$44.01 - $48.16 $5.21 Million - $5.7 Million
118,290 Added 99.9%
236,696 $10.7 Million
Q3 2022

Oct 12, 2022
BUY
N/A
21,216 Added 21.83%
118,406 $5.01 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-68,547 Reduced 41.36%
97,190 $4.34 Million
Q1 2022

Apr 18, 2022
BUY
N/A
49,793 Added 42.95%
165,737 $8.93 Million
Q4 2021

Jan 26, 2022
BUY
N/A
115,944 New
115,944 $13.2 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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